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Investment Portfolio Analyst

American National Bank Omaha, NE
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Investment Portfolio Analyst

Job Summary

American National Bank is looking for an Investment Portfolio Analyst who will assist in the management of American National Bank’s securities investment portfolio consisting primarily of bonds and structured products. The Analyst will be responsible for analysis for individual trades, analysis of positions held in portfolio, reporting, risk management, liaison with Back-office, and board and committee meeting material preparation and presentation.  The ideal candidate will possess a 1-3 years’ experience with investment analysis and risk management with a CFA designation.

Essential Job Duties & Responsibilities

  • Assist the Assistant Treasurer/Treasurer in all aspects of managing the securities investment portfolio
  • Contribute to the development and implementation of the investment strategy
  • Analyze bonds and other instruments for individual trades, maintain knowledge of multiple fixed income markets, and communicate developments and recommendations to the investment team
  • Assist in analyzing credit risk, interest rate risk, prepayment risk and other risks for current and potential investments
  • Monitor economic and regulatory developments and communicate updates to appropriate internal parties
  • Perform monthly portfolio analysis and reporting, reconcile position and performance reports among bond accounting reports, custodial reports, back-office, and other sources to ensure complete accuracy for all end-users of the financial reports
  • Lead monthly discussions for the Treasury team focused on the analysis performed and future initiatives
  • Prepare meeting materials for Board of Directors and ALCO meetings
  • Perform counterparty credit reviews as necessary and act as the main contact for the onboarding of new counterparty relationships
  • Coordinate with back-office teams to ensure proper booking of trades as well as timely and accurate settlement of trades
  • Oversee bond accounting and safekeeping for all investment entities
  • Daily monitoring of existing investments for changes in risk and changes in appropriate investment allocation
  • Perform ad hoc reporting and analysis as necessary
  • Ensure the investment team always adheres strictly to policy and procedures
  • Prepare memorandums as needed regarding key portfolio management tasks
  • Act as backup for Treasury Analyst is their daily cash management and collateral pledging duties

Experience and Education

  • 1-3 years’ experience with investment analysis, risk management or related field
  • Bachelor’s degree in Business Administration, Finance or related area preferred, or equivalent experience.
  • CFA designation is a plus

 

Why Do More at ANB?

With history dating back to 1856, American National Bank is one of the largest privately owned banks in the region with locations in Nebraska, Iowa and Minnesota. We believe in doing. By joining forces with local businesses, charitable organizations and our team members, we are proud to be part of the momentum that keeps the community around us building and growing. Together we can be the catalyst for making great things happen. Join our company to be a part of this inspirational movement and learn how we can grow your career.

Together, we can do more for your future…

At American National Bank, we provide our team members with comprehensive benefits to do more for you and your family.

We offer:

  • Competitive base compensation with additional performance-based annual earning potential
  • Career growth potential built into every role
  • 401(k) Investment Plan with up to 4% match by ANB with immediate vesting and profit sharing*
  • No cost Life Insurance with benefit 2x base salary (subject to cap), with ability to purchase additional coverage
  • Paid Time Off, Paid Holidays and Paid Volunteer Time
  • Medical Insurance with signification premium contribution by ANB, with Wellness Plan Support*
  • Dental Insurance with significant premium contribution by ANB*
  • Additional Insurance options to meet personal needs: Vision, Pet Care, Critical Illness, Accident, Income, and Identity Theft Protection*
  • Tuition Reimbursement*
  • Gym Membership Reimbursement*
  • Discounts on Banking and Financial needs

*Eligibility Criteria Apply

 

Date Posted August 2, 2022
Date Closes September 1, 2022
Requisition INVES001861
Located In Omaha, NE
SOC Category 00-0000.00
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